Investment Consultant | Banking Investment Consultant | Banking …

Osmium Consulting Group
in Hong Kong
Permanent, Full time
Last application, 24 Feb 21
Competitive
Osmium Consulting Group
in Hong Kong
Permanent, Full time
Last application, 24 Feb 21
Competitive
Supervising frontlines on investment sales activities, boost up the business results and provide coaching to branch sales force.

Responsibilities:

  • Be responsible to assist Branch Sales Management to drive investment performance to meet business target.
  • Provide advice and coaching to branch sales staff to boost up the business results of investment products
  • Deliver investment strategy and communicate with branch managers to drive the branch sales force to meet customers' investment needs
  • Coordinate investment sales related activities
  • Provide trainings on market updates, investment products and sale & close transaction skills

Requirements:

  • Degree or above with major in Business Administration, Finance, Economics or related discipline
  • 4 years of relevant working experience in Banking industry with HKSI 1, 7 & 8 qualifications
  • Professional certifications CFP/CFA will be an advantage
  • Strong market sense and knowledge on investment products
  • Excellent interpersonal and presentation skills, self-motivated and independent
  • Good command of spoken and written English and Chinese (Cantonese & Mandarin)

 

​Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : alec.ma@osmiumcg.com )

 

investment; consultant; advisory; UT; trust; bond; fund; equities; FX; management; relationship manager; financial service

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